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宝城期货甲醇早报-20250811
Bao Cheng Qi Huo·2025-08-11 03:02

Report Summary 1) Report Industry Investment Rating - No information provided 2) Core View of the Report - The methanol 2509 contract is expected to run weakly in the short - term, mid - term, and intraday. It is likely to maintain a weakly oscillating trend on Monday, August 11, 2025 [1][5] 3) Summary by Relevant Catalogs Price and Market Conditions - The methanol 2509 contract closed slightly lower by 0.17% to 2384 yuan/ton due to the slightly lower domestic coal futures price on the night of last Friday and the weak supply - demand fundamentals of methanol [5] Market Trends - In the short - term (within a week), the methanol 2509 contract is expected to oscillate; in the mid - term (two weeks to one month), it is also expected to oscillate; and intraday, it is expected to oscillate weakly [1] Core Logic - As the previous macro - driving force weakens, methanol prices are driven by a weak supply - demand structure. Currently, the supply pressure of methanol at home and abroad is still high, and downstream demand is in the off - season, causing the price center to face a downward shift [5]